Financial Solutions Advisor Registration Candidate - Woodward Plaza Financial Center
$28.85 - $33.65 per hourBank of America
Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.• Get training and one-on-one coaching from Academy managers who are invested in your success.• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.Required Qualifications:Aptitude in obtaining required industry licenses.Must be self-disciplined in managing time and capacity.Experience in cultivating client relationships, accessing needs and recommending solutions.Success creating strong peer relationships through effective communication and collaboration.Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.Executes multiple tasks simultaneously.Learns and adapts to new technology or applications.Desired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating SaturdaysShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Fresno - 8971 N Cedar Ave - WOODWARD PLAZA BC (CA1179)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: FresnoType: Full time
$60.01k - $69.99k
...purpose to help make financial lives better through... ...! As a Financial Solutions Advisor Stage I (FSA I), your... ...in a financial center where you will help... ...subject to SAFE Act registration requirements. Pursuant... ...8971 N Cedar Ave - WOODWARD PLAZA BC (CA1179)Pay and benefits...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$50k
...Join a financial services firm where your contributions... ...20,000 financial advisors across the U.S.... ...are at the center of our... ...training to maintain registrations and licenses in good... ...seeking the right solutions for clients Comfortable... ...opportunities Candidate qualifications:...SuggestedWork at officeWork from homeHome officeFlexible hours$24 - $25 per hour
...interaction to identify needs and offer financial solutions to help customers secure their... ...You have the ability to obtain NMLS registration within 90 days Targeted compensation... ...our Privacy Notice for California Job Candidates to understand how we collect and use...SuggestedLocal areaFlexible hoursAfternoon shift$145k - $225k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...regarding base pay levels are based on candidate qualifications. Your compensation... ...to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA,...SuggestedFull timeLocal area$72k - $90k
...and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT... ...globe. Through its Advanced Technology Center, a collaborative ecosystem of the world'... ...Ability to manage budgets, analyze financial reports, and track profitability across...SuggestedFull timeRemote workShift work$64k - $148k
**Only candidates currently residing in the greater Fresno area will be considered for this role** Financial Advisor Trainees at Northwestern Mutual come from diverse professional backgrounds... ...to develop holistic financial solutions that put clients on a path to financial...Traineeship$108k - $160k
...common purpose to help make financial lives better through the power... ...delivery of integrated treasury solutions to General Industry clients... ..., Credit Officers, FX Trade Advisors, Global Investment Advisors,... ...Palm Ave - FIG GARDEN FINANCIAL CENTER (CA1141)Pay and benefits...Full timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift$22 per hour
...We are recruiting for Bi-lingual (English/Spanish) Call Center Agent's to join our centralized Call Center in Fresno, CA... ...immediately to supervisor Overall knowledge of the financial programs, registration and insurance verification Registering patients for appointments...Hourly payImmediate startMonday to Friday$41.71k - $50.5k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...education and experience. Canada only: Registration to sell investment products completed... ...source other than directly from a candidate. Any unsolicited resumes sent to BMO,...Contract workPart timeLocal areaDay shift- ...Job Purpose The Financial Planning & Analysis (... ...strategy. The ideal candidate thrives in a complex,... ...as a key financial advisor to the CFO, VP of FP&... ...Certificates, Licenses, Registrations ~ A valid... ...others for advice and solutions; leads by example. Anticipates...Contract workWork at office
$115k - $125k
...Audit, Transfer Credit, Registration, Academic Records,... ...proposing or implementing solutions. Ability to... ...adopted by the U.S. Centers for Disease Control and... ...may have a material financial benefit to the incumbent... ...Therefore, the selected candidate will be required to...Work at office$43.68k - $62.4k
...here. At Wells Fargo, we're more than a financial services leader - we’re a global... ...relevant banking products, services, and solutions - Drive branch growth by identifying opportunities... ...and ongoing account support. - SAFE registration is required at the time of employment...Full timeWork experience placementFlexible hours$43.68k - $62.4k
...here. At Wells Fargo, we're more than a financial services leader – we’re a global... ...relevant banking products, services, and solutions Drive branch growth by identifying opportunities... ...and ongoing account support. SAFE registration is required at the time of employment...Full timeWork experience placementFlexible hours$126.5k - $138k
...supporting month-end close, financial reporting, reconciliations,... ...consolidation. Be responsible for state registration, business tax filing, and... ...issues, and implement solutions independently. High sense of... ..., we value GRIT and we seek candidates who share these principles....Work at officeLocal areaRemote workFlexible hours$200k - $240k
...lead and run 1 of its crucial Distribution Centers for the West Coast. At 700,000 sq ft and... ...metrics to ensure operational and financial goals are achieved.Drives continuous improvement... ...engagement, and executionThe successful candidate will ideally have:10+ years experience...Hourly pay$105.23k
...challenge the norm, deliver world-class solutions and bring diverse perspectives.... ...may be considered for successful candidate. *** CDM Smith is seeking a Data Center Project Manager to lead the... ...budget delivery. • Managing project financial performance, including...Contract workWork experience placementH1bWork at office$115k - $125k
...Audit, Transfer Credit, Registration, Academic Records,... ...proposing or implementing solutions. Ability to... ...adopted by the U.S. Centers for Disease Control and... ...may have a material financial benefit to the incumbent... ...Therefore, the selected candidate will be required to...Work at office$37 per hour
...Bank Teller Openings - Looking for candidates locally The Teller role is a critical position... ...with bank clients and delivers solutions by identifying referral opportunities for... ...products and services based on the customer's financial goals. The Teller performs efficient...$275k
...day one, our ownership model provides you with financial transparency, a comprehensive benefits package... ....Current CA state license is a plus.Visa Candidates are encouraged to apply.The PracticeSaint Agnes Medical Center - Fresno, CaliforniaLevel III Trauma Center.43...Daily paidFull timePart timeSummer workLocal area- ...transactions Processing cash transactions for clients as needed Having deep conversations with clients about financial and life priorities Connecting clients to solutions that meet their financial goals Following established processes and guidelines to adhere to laws and...Weekend work
$14.45 - $18 per hour
...information and identifying solutions Comfort using digital tools... ...or consultative role, such as financial advising, insurance, retail... ...will be performed. Successful candidates may be able to participate in... ...Assistance Program, (virtual) fitness center programs, and the associate...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift$53.02k - $64.79k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...and services, and recommending solutions based on each customer’s unique goals and... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of...Full timeTemporary workLocal area- ..., our ownership model provides you with financial transparency, a comprehensive benefits package... ...to $50k sign-on bonus for qualified candidates.Seeking Board Eligible/Certified... ...a plus.The PracticeSaint Agnes Medical Center - Fresno, California436-bed facility with...Full timeSummer workLocal areaRelocation package
- ..., our ownership model provides you with financial transparency, a comprehensive benefits package... ....Current CA state license is a plus.Candidates wanting to work in an academic setting... ...credentialed to work at all United Health Care Centers.Up to $50k sign-on bonus available for...Full timePart timeSummer workLocal areaRelocation packageWeekend workWeekday work
$60k - $75k
Job Summary A growing financial planning and wealth management firm in Fresno, CA is seeking a full-time Financial Advisor to join its client-focused advisory team. This direct hire opportunity is ideal for a driven financial services professional with 1 to 2 years of...Base plus commissionFull time- ...reviews invoices, and maintains accurate financial documentation related to IT services,... ...practices. Certificates, Licenses, Registrations ~ A valid California Driver’s License... ...from any source other than directly from candidates. Any unsolicited resumes sent to the...Full timeContract workWork at office
- ...visibility and develop strong Centers of Influence (COIs) to... ...guidelinesConduct comprehensive financial and credit assessments including... ...and unsecured credit solutions within delegated authority,... ...the evaluation. Successful candidates must also meet ongoing regulatory...Full timeWork experience placementWork at officeLocal area
- ...embraces the tenets of client-centered care, and our core values... ...operating statement to ensure financial integrity. Maintain... ...and retention of qualified candidates. Provide regular supervision... ...field or SUD Certification/Registration. Valid CA driver’s license...Contract workWork at office
$100k
...Vision insurance Transition Your Healthcare Expertise into Financial Services with Loper District - Northwestern Mutual! Leverage... ...include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect...Work at officeLocal areaImmediate startWork from homeVisa sponsorshipFlexible hours- ..., our ownership model provides you with financial transparency, a comprehensive benefits package... ...Up to $50k sign-on bonus for qualified candidates. Seeking Board Eligible/Certified... ...The Practice Saint Agnes Medical Center – Fresno, California ~436-bed facility...Summer workLocal areaRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Registration Candidate - Woodward Plaza Financial Center. Be the first to apply!
- financial advisor training program Fresno, CA
- financial planning assistant Fresno, CA
- estate planning consultant Fresno, CA
- financial advisor development program Fresno, CA
- wealth advisor Fresno, CA
- financial consultant Fresno, CA
- financial counselor Fresno, CA
- associate corporate finance Fresno, CA
- finance associate Fresno, CA
- jde finance consultant Fresno, CA



